Activist Campaigns Knocking On Doors Of Big Firms by Andrew Birstingl, FactSet Insights What do Macy’s, QUALCOMM, and AIG have in common? Each of them is a Large and well-established... Read More

Companies may be able to survive a bad CEO, but rarely do they thrive under one. It's crucial, therefore, that before you invest your money in a company, you... Read More

Even though equity markets around the world continue to march higher, and show no signs of slowing down anytime soon, it seems investors would still instead invest in bonds. According... Read More

This morning’s pre-market futures rise in value was odd from a certain perspective. Markets in Europe were “subdued” Monday, a research report from Barclays notes. In such an environment... Read More

  An activist shareholder has had his say at Canadian Pacific Railway Limited (NYSE:CP) (TSE:CNR) and installed a handpicked CEO to turn things around at the railroad. CP’s largest shareholder, Bill Ackman... Read More

Financial Objectives: Are You Faking It? by Hayley Carr, Burgundy Blog Have you ever found yourself in a conversation about finance and, in a moment of incomprehension, rather than ask... Read More

A lot changes in 10 years, and many changes are expected by the time 2030 rolls around. Some key themes have already emerged, and we expect them to continue... Read More

The US stock market has been advancing over the past month while US bond yields basis the ten-year note have been falling over the same period. Over a similar... Read More

The fourth quarter was an excellent time for short-sellers because much of the market entered a bear market. However, it also presented a wealth of potential opportunities for value... Read More

Continued from part two. Moving away from distressed debt, Seth Klarman started to discuss a traditional Graham and Dodd value play that he was currently interested in. The company in question... Read More